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REALTIME NEWS
Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
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Friday 3 July 2026
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
DIGITIMES notes that Arista Networks unveiled XPO at The Optical Fiber Communication Conference and Exhibition 2026 (OFC 2026). Unlike CPO, which is associated with more disruptive...
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Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market
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Tuesday 2 June 2026
Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP
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Monday 25 May 2026
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Wednesday 13 May 2026
Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market
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Monday 20 April 2026
Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition
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Thursday 16 April 2026
Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond
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Monday 30 March 2026
Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
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Friday 20 March 2026
Global top-3 memory maker status, 1Q 2026
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Monday 16 March 2026
Global smartphone AP industry, 4Q 2025
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Thursday 12 March 2026
Taiwan IC designers in rack-level AI delivery
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Wednesday 4 March 2026
Global OSAT industry, 2026
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Thursday 12 February 2026
Global semiconductor industry, 2026
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Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Introduction
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BIZ FOCUS
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
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SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
BTL Group completes first HVDC power rack test as AI bookings extend to year-end
AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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